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What is the difference in Service Quote, Product Quote & Project Quote in Borg Desk Workplace ERP ?

Excellent question — understanding the difference between Service Quote, Product Quote, and Project Quote is crucial for using Borg Desk Workplace ERP effectively.
Here’s a clear breakdown

Difference Between Service Quote, Product Quote & Project Quote in Borg Desk Workplace ERP

Type

Purpose

Use Case / Industry Fit

Key Features in Borg Desk

Linked Modules

Service Quote

Used to provide quotations for service-based offerings — where pricing depends on service type, duration, or manpower effort.

Ideal for Agencies, IT Services, Consultants, Maintenance, Facility Management, etc.

- Add multiple service line items (e.g., AMC, Installation, Training)
- Can define duration, service frequency, and terms
- Auto tax & total calculation
- Sent directly via Email/WhatsApp

CRM, Service Module, Invoicing

Product Quote (Quote as PI)

Used for product sales — where pricing is based on tangible goods, stock, and quantity.

Ideal for Distributors, Traders, Retailers, Supply Chain companies.

- Product & SKU-based quoting
- Auto-fetch prices, stock availability
- Create quote as Proforma Invoice (PI)
- Option to convert quote into sales order directly

Inventory, Billing, Accounts

Project Quote (BOQ-based)

Used for large-scale or customized projects that include a mix of products, services, or turnkey deliverables.

Ideal for Construction, Interiors, Automation, IT Infra, EPC Projects, etc.

- BOQ (Bill of Quantity) structure
- Multiple sections/phases
- Define modules, tasks, costs, and taxes
- Attach drawings, terms, and project scope
- Version & revision tracking

CRM, Projects, Purchase, Accounts, BOQ Module


In Short

  • Service Quote → Pure service offerings (no inventory).

  • Product Quote → Goods or stock-based sales (as PI).

  • Project Quote → Combination of both, with scope-based or BOQ-based structure.

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/+919667916787 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
July 16, 2024
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